Marc Harris, co-head of global research at RBC Capital Markets, and Peter Andersen, portfolio manager at Congress Asset Management, told CNBC how investors can prepare their portfolios for the week ahead.
Walt Disney—Despite weak earnings, "you’re not buying it on what’s going on right now, but you’re buying it for the recovery," Harris told CNBC.
"You’re buying it for the idea that this is one of the biggest media conglomerates…if you really dig in, it wasn’t that bad even near-term and there’s a lot to like there longer-term."
Metro PCS—“It’s an ‘all you can eat’ calling plan for $45 a month, requires no credit screening and long-term contracts," said Andersen. "It’s an area that’s definitely growing—they’ve added subscribers at an astonishing rate of about 50 percent a year since 2002 and it looks like a great acquisition candidate.”
American Tower—“The tower industry is very strong and the economics are very appealing," he said. "The company has one of the best balance sheets and it’s growing overseas.”
No immediate information was available for Andersen or Harris.
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